🧚‍♂️ Special Mentions

Improved Item Reporting

Items are now something you can report on properly. The new Items list view brings every item across your jobs into one place — name, value, hours planned vs used, and status — so you can filter, group, sort and save the view you need without opening each job one by one.

It means the item-level questions you've been asking us for can finally be answered: which items are tracking over on hours before the next billing milestone, how planned sell compares to used sell by phase, what's been delivered since the last invoice and hasn't been billed yet and how revenue splits across your service lines. The same data is available through the Streamtime MCP server if you'd rather pull it out that way. Head here to learn more 🎉

💅 Small but Mighty

New ToDo Modal

The new To Do modal is now live for everyone! It's one consistent way to create and edit To Dos wherever you're working — the To Do screen, the Schedule, or inside a job. Search surfaces what you've logged against recently, including items assigned to a role rather than to you by name. You'll also see progress on the item you're logging to, quick duration buttons, repeating To Dos, the timer and checklists in the one place — plus a nudge when you're logging more than you have capacity for.

Thank you to everyone who shared feedback through the beta — it shaped a lot of what shipped. The full how-to lives here, and we unpacked how it all works in our recent What's New in Streamtime webinar 📺

🛠 Fixes

• Team members with time free no longer show as "Overbooked" in the To Do modal, and the modal now shows the date range that availability figure covers.
• Newly created or assigned items appear in the To Do modal straight away, instead of only after closing and reopening your browser.
• Right-clicking a To Do in the Schedule and choosing "Go to Job" no longer deletes it.
• Invoices with a large number of line items now send to Xero.
• Copying an invoice to Xero no longer fails when the tracking option already exists there.
• Organisations with a Xero connection per branch can copy invoices on their second branch again — affected invoices heal on their next copy.
• Saving a Purchase Order after changing or clearing its supplier works again, and it picks up the new supplier's default address.
• Sorting a jobs list by "time remaining" works again, and respects the direction you choose.
• Assigning someone from the Schedule no longer disappears when they have no rate on the job's rate card.
• Bulk actions are working again — if you ran one and nothing happened, it's worth re-running it.

🧚‍♂️ Special Mentions

Weekly Check-in Updates

Big update to the Weekly Check-in (formerly Happiness Coach). We've moved from 5 discrete mood options to a 7-point drag slider for more detail. Pillar selection is now mandatory on submission and there's a new "unrelated to work" flag to keep personal issues out of aggregate data. The personal dashboard now shows a 0–100 score based on the slider average (old responses migrated automatically). Missed check-ins can be backdated up to 4 weeks.

👉 Learn more about Weekly Check-ins

Wrap Email

The new Weekly Wrap Email replaces the Happiness Coach email, combining people and profit insights into a single weekly send.

🙋‍♂️ People Wrap — individual insights, team insights (permission-gated), red flags, and drivers/drainers with links into filtered in-product list views.

💰 Profit Wrap — cumulative burn-up chart of invoiced revenue vs. total cost, invoices due, quotes out for approval, billable time logged, and delta vs. prior month. Includes a short Typeform for feedback.

👉 Learn more about Weekly Wrap Emails

💅 Small But Mighty

Interactive Courses — Now in the Help Menu

The Help button menu now includes a direct link to our interactive courses, so customers can find them all in one place without leaving the app.

Courses available now: Onboarding, Designing Job Templates, and Custom Reports — all self-paced, progress-saving, and ready to go.

👉 Browse all interactive courses

Interested in learning more about what's coming around AI in Streamtime? Head here.

🛠 Fixes

• Fixed budget/profit margin calculations so deleted expenses from duplicated jobs/phases don’t keep showing up.
• Fixed scheduled todo items incorrectly appearing as invoiced and becoming uneditable in the schedule.
• Fixed Safari behaviour where the supplier company dropdown cleared while typing in the PO flow.
• Fixed $0 line items being dropped when creating an invoice from a quote — they now carry through when "show $0 line items" is on
• Fixed being unable to create more than one invoice from the same quote
• Fixed deselected and reselected line items and phases not pulling through correctly when invoicing from a quote
• Tidied up the supplier modal's Assign / Create-and-Assign button behaviour
• Fixed Google Calendar sync dropping meetings and repeatedly disconnecting or needing re-syncing
• Fixed several issues where fallback groups ("No Group", "Personal Time") were incorrectly showing all data when expanded, rather than just data relevant to that group
• Fixed an issue where sorting by the primary grouping column wasn't working
• Updated group names to Title Case and adjusted styling for better consistency

🧚‍♂️ Special Mentions

New List Views! 📋

If you love lists as much as we do, you are going to love this product update! Our list views got a complete revamp! Think all list view types (Groups, Jobs, Time, Expenses, Quotes, and Invoices) as well as Team Members and Companies, and Contacts.

On top of that, everything loads faster, the navigation is cleaner, and you can now edit dates and statuses directly from the list without opening a record. Changes made in bulk, or by other team members, update on your screen in real time, so everyone stays on the same page.
​

Keen to learn more about how those updates will benefit your workflows? Register to our upcoming webinar here.

More Columns and Filters

A bunch new filters have been added, for example, the ability to set up Team Member or Job Lead is Me. That means you can set up and share a view with that filter, and the data will be dependent on who's logged in. Perfect to consolidate multiple Job Lead faves.

You can now set your own defaults for each list view. For example, you might want to hide Archived Jobs every time you open the Jobs list, but not on your Expenses list. Set them once and it's done.

Clearing your filters will bring you back to your personal defaults. The Time list has even more flexibility, letting you hide on-billable, personal, or scheduled time by default as well.

New Grouping Options

You can group any list by a wide range of options, giving you a much more organised view of your data at a glance. Grouped total rows show counts, so you can quickly see how many rows sit within each category.

Improved Sharing and Saving “Favourites”

Saving and sharing your Favourite views is now much easier. Favourites can be organised into folders, have their own shareable links, and can be shared more granularly with specific branches or teams.

When you make changes to a saved favourite, you'll be prompted to either save it as a new view or update the existing one... no more accidental overwrites!

Lists within the Job Plan 🚀

Like the full list views, you are now able to save your Favourites within the lists within the Job page itself. Create a view with columns, groupings and filters and save it as your preferred Favourite using the 💙➕ icon. You can open the Favourite at any time on any Job.

Also included? The ability to export CSVs from the Job Page lists themselves 🎉

💅 Small but Mighty

Standard Cost Rates for Roles in Rate Cards

We’ve added an option to set a Standard Cost Rates roles so you can be smarter with estimating costs if no Team Member has been assigned just yet.

Once you add a Team Member to that role, we will recalculate the Planned Profit Margin on the job to incorporate Team Member’s cost rates instead as well as update the Job Cost Report to include a default Cost Rate to view item margins.

To add a Standard Cost Rate to a Role, head to Settings > Roles > Edit Role (remember, we will only use it in calculations if the role doesn’t have a team member assigned to it!) Easy, done!

🛠 Fixes

• Fixed a specific flow for creating a Repeating ToDo when a Company has a default branch set-up
• Fixed an issue with the Role Rates not loading in some instances

🧚‍♂️ Special Mentions

V2 API (Beta)

We’ve launched the V2 API (Beta) for all public API users, a new version of our public API that introduces updated endpoints and enhancements. Alongside performance improvements, V2 API allows for additional routes and abilities. You can take a peek at the documentation here.

This release allows team to start integrating using the improved API and provide feedback before general availability.

Note, customers with current custom reports which have complex requests relying on V1 API may be experiencing intermittent issues due to the size of the queries. Those reports may need to be updated to take advantage of V2 performance and stability improvements.

Reach out to help@streamtime.net to get access to V2 API (beta).

💅 Small but Mighty

Priorities Improvements

• The Job Number is now visible in Priorities on condensed cards
• You’re now able to duplicate a Note Card in Priorities
• Item Cards now include the Item Checklists within Priorities

Other Improvements:

• A new Company Status global filter is available in Reporting
• You’re now able to filter by ToDo Description (notes) within Time and ToDo’s list views
• Say “bye” to lost briefs! We now ask to Save or Cancel before clicking out of a Job Post

🛠 Fixes

• Fixed issues with V1 API calls resulting in timeout errors, specifically for logged time
• Fixed an error 400 when attempting to upload Clients via CSV
• Resolved an issue with the wrong currency symbol being displayed on Time list with multi-currency rate cards
• Fixed an issue relating to the multi-currency rate card where Extra Hours Tracked values are displayed incorrectly
• Fixed a Houston error when trying to add a Heading to a PO
• Fixed CZK currency formatting in Invoiced column on the Job page list view

🧚‍♂️ Special Mentions

Updated Time, Expenses, Quotes, Invoices list views on the job 🤘

For those of you wrangling lots of entries on jobs, particularly time and expenses, you’re in for a treat. This release updates the job page to allow for filtering and grouping of all your time, expenses, quotes and invoices lists. We’ve updated them to allow you to filter, sort, and see all your entries by different groupings. Plus: take advantage of some newer filters such as date range to save you time. Aimed to help you manage external expenses better, and interrogate your job’s progress with less faffing around. Read more here.

Repeating To Dos: now unlimited

By verrrrry popular demand, you can now create Repeating To Do’s without an end date or a set number of instances. (We know! It’s big!) You’re also able to now select working day or quarter as time period options.

As with our Google Calendar integration, Repeating To Do’s with no end date will sync to a specific date in the future, based on each day. Read our full knowledge base article here to find out the nitty gritty.

💅 Small but Mighty

• E-invoicing is now live for any organisation who would like to test this functionality. E-invoicing allows you to send invoices directly from Streamtime to the recipient via the Peppol network. Read more about it here, and reach out to help@streamtime.net to have this activated
• More endpoints to enable more efficient searches are available through the API. This allows for better, faster reporting 🎉 Access API documentation here
• The To Do screen will now show if your Google Calendar integration has failed for some reason, allowing you to resolve it and ensure your calendar events are continuing to sync
• Behind the scenes, it’s faster to batch create + delete To Do’s. This helps our Repeating To Do update, but also improves the speed of that particular action from the To Do’s list!
• Behind the scenes: increased limit to export more records from list views before running out of memory
• ICYMI: We updated our PDF emails to customers to reflect our new brand. As part of this, your own branch logo now appears in the email 🎉 More of our brand in product to come!

🛠 Fixes

• Some Zapier connection issues resolved, including ‘job item user does not exist’ in very specific circumstances
• Additional API rate limiting due to some API connections were adversely affecting the load on the server. If you hit an error, reach out to help@streamtime.net so we can help you adjust your queries
• Schedule scrolling with two fingers on a trackpad resolved for those Mac users affected
• Additional Recipients info dropped off quote/invoice/PO emails, now they’re back!
• Fix for when you send a quote/invoice/PO, if you didn't write a message it would have an empty white box
• Resolved inconsistency / line break issues with checklist items when adding a job item to quote directly
• Resolved expense labels getting cleared when you open the modal from the main expense list
• Resolved checklist items coming through to quote in creation order, not user specified order

🧚‍♂️ Special Mentions

New Public API documentation with Swagger 🤘

Swagger UI presents a human-friendly interface where users can explore and understand an API. It also allows users to "try out" API calls directly from the browser, facilitating testing and understanding of API behaviour. The UI is generated from an OpenAPI Specification (OAS) file, which describes the API's structure, endpoints, parameters, responses, and authentication methods. This ensures the documentation is always in sync with the API's definition.

As well as the new documentation and, the API is now richer with more requests for users to be able to interact with milestones, phases, sub items and tracking information for quotes and invoices. There are also new routes for searching including a new route to detail all the available filters that can be used and details about the data being returned

💅 Small but Mighty

• 🔁 API: a POST job sub-item endpoint is now available via the API
• 🔁 API: the quotes endpoint is now available via the API
• 🔁 API: milestones can be fetched via the API
• 🧼 Items & Expenses: If the item & expense names (typed manually), match the existing item or expense within the Master Settings, Streamtime will recognise their General Ledger codes assigned in Xero

🛠 Fixes

• Resolved an issue with blank quote totals within the Quotes list on the job page
• Fixed an issue with the discrepancy of Unscheduled time within Reporting and Groups
• Resolved an issue with the reconnection of the native Google calendar integration
• Resolved an issue with the incorrect “scheduled” sell value being displayed within the tooltip on the Schedule in scenarios when a job is being planned at a different currency
• Fixed an issue when an item description box disappears in certain scenarios
• Resolved an issue when Primary and Secondary groupings reporting data in CSV did not match what was reported on within Streamtime

💅 Small but Mighty

• 🛵 The Job Page: Comments within Post's now have full dates in the new job page
• 🧮 Priorities: Better visibility of board status and allow view-only users of a priority board to request edit access from the owner via a notification, and receive a notification when edit access is granted
• 🤑 Expenses: Improvements to expense code handling for master items
• 🤑 Expenses: An "Infinity" markup now displays as a "-" instead of "0%" to differentiate with true 0 markups
• 🤑 Expenses: Default pricing method for Expenses are now “markup” so that if inputing cost rate initially, the sell rate will match
• 🤑 Expenses: Negative markups are now shown in a red warning stat
• 🛵 The Job Page: the Job Number & Name can now be copied from the header with a click to copy action

🛠 Fixes

• Resolved an issue with the duplication of Google Calendar events in certain scenarios
• Fixed an issue with Secondary grouping export from Reporting
• Resolved an issue with the CSV export of MC expenses not showing correctly
• Resolved an issue with Phase names retaining their original location even after being re-ordered, after the job is duplicated
• Fix an issue with the previously invoiced amount on the Invoice Wizard
• Fix an issue with the Invoice Wizard bringing across time when you de-select it, when invoicing by Time & Expenses
• Resolved an issue where users would re-activate in a very rare case (when deleting users from a job item)

🧚‍♂️ Special Mentions

New Priorities 🫟

We’ve been working away in the background to improve our Kanban offering (Priorities). The New Priorities has gotten a full update from our Product team including a brand new homepage, more powerful boards, new card types and ready-to-use Kanban templates!

View all your priorities like important jobs, tasks, and your pipeline in one place. Manage client work or track new business from your board and keep everyone updated on progress.

Keen to learn more about the power of Priorities? Head to its dedicated page in ST Knowledge Base.

As we’re still fine-tuning this feature, feel free to share your feedback by emailing help@streamtime.net or using the chat bubble within the app. There's never been a better time for some feedback on Priorities 😉

The New Job Page 🛵

The New Job Page is now available on all Streamtime accounts — designed to give you greater clarity and confidence when managing your projects! Highlights include:

• The ability to add expenses directly under phases,
• A personalised Pulse Check to surface insights and prompts tailored to your job setup
• Enhanced burn-up chart views to visualise performance over time in new ways.
• Plus, the refreshed layout for smarter tracking for time, cost, profit - all in one place.

👉 Explore the quick start guide to the New Job Page (Beta) here.

Heads up! The old job page won't be here for long. We're here to help if you're stuck — just email help@streamtime.net and we'll get you back on track.

💅 Small but Mighty

• 🛵 The Job Page: You’re now able to quickly scroll to the Job Plan and scroll to top and quickly get around the page
• 🔮 The Jumbotron: The Jumbotron can now be collapsed and expanded within the Job Page
• 📊 Reporting: When opening Reporting section, we'll now automatically open your first saved favourite (if you have any). This way, you’ll see a report right away instead of an empty screen
• 🛵 The Job Page: You’re now able to jump to a Contact directly from the Job Page
• 🛵 The Job Page: You can now pin posts within the Activity section of the Job Page
• 🤑 Expenses: When you duplicate an Expense within the job, the Expense date is set to today
• 🛵 The Job Page: the Job Number can now be copied from the header with a click to copy action and within the Settings page

🛠 Fixes

• Fixed an issue with empty secondary grouping CSV export from Reporting using planned time data set
• Resolved an issue with Approved Expenses & PO’s not being available on invoices created using the Job Plan
• Fixed an issue when changing the Supplier contact on a Commercial Document replaces the email recipient rather than adding another
• Assigning team members to a job or phase item count being incorrect fixed
• Fixed an issue with list views showing no columns/no data in certain scenarios

🧚‍♂️ Special Mentions

The New Job Page (Beta)

The New Job Page (Beta) is here — designed to give you greater clarity and confidence when managing your projects! Highlights include:

• The ability to add expenses directly under phases,
• A personalised Pulse Check to surface insights and prompts tailored to your job setup
• Enhanced burn-up chart views to visualise performance over time in new ways.
• Plus, the refreshed layout for smarter tracking for time, cost, profit - all in one place.

👉 Explore the quick start guide to the New Job Page (Beta) here.

Coming Soon: New Priorities 🛼

We’ve been working away in the background to improve our Kanban offering (Priorities). The New Priorities has gotten full a update from our product team including a brand new homepage, more powerful boards and ready-to-use Kanban templates. We’ll be looking at recruiting keen beans to take an early look in the next few weeks — interested? Hit is up at help@streamtime.net if so.

💅 Small but Mighty

We released a new version of Streamtime and Zapier integration - Zapier v2.0.1 with the additional fields to help automate your internal processes:

• Job currency
• Job status
• Job branch
• Job rate card
• and, Job Exchange rate

🛠 Fixes

• Fixed an issue when selecting the “Go to Streamtime” button on an Invoice in Xero takes you to a 404 error page
• Resolved a specific issue when Extra Hours Tracked were still available after Job has been deleted
• Fixed an issue with the Happiness Coach permission not showing for New Subscribers in Streamtime
• Resolved a Houston error when exporting report with sub-grouping by role
• Fix issue with Zapier not able to duplicate a job
• Fix sorting issues with columns in job groups list, and added some extra sorts to jobs list
• Resolved an issue with the expense sell values not updating with the expense list in certain scenarios
• Resolved an issue with blank invoices appearing in Xero after being sent from Streamtime

🧚‍♂️ Special Mentions

Rich Text on Item Additional Information & Master Items ✍️

We’ve just rolled out more Rich Text options for master items list and item additional information within the job page! Now, your formatted details can seamlessly float into your team’s schedules, quotes and invoices, saving you time on re-editing.

Priorities - Brand New Modals 🎲

Priorities card modals have had a fresh new update—this is just the first step in a larger project to refactor and enhance the entire page (more improvements and updates are coming soon!).

We'd love to hear from you about how you're currently using Priorities in a super quick survey. Spare a minute or two to help us help you below here 🙏

Coming Soon: A new look Job Page

We’ve been working away in the background to update our job page so that it’s faster, cleaner, more accessible and easier to navigate. We’ll be looking at recruiting keen beans to take an early look in the next few weeks — interested? Hit us up at help@streamtime.net if so.

💅 Small but Mighty

• Paused To Do Status Indicator is now visible within the To-Do sidebar
• Completed Jobs are now hidden from the Jobs dropdown within the To-Do screen
• At the job duplication, Expense Date gets set to the start date of the new job (or “today” if the job start date is not set)

🛠 Fixes

• Fixed a Houston error when opening the Availability modal
• Fixed an error with Posts not getting duplicated when the job is (even if the option is selected)
• Fixed an issue where not all Streamtime users were being displayed within the iOS app